Lebby Daniel

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Kaplan, Inc. provides educational and professional training services. It offers higher education, professional training, test preparation, services for K12 schools, and after school learning programs. The firm offers services in four major areas: Kaplan Kids and Schools, Kaplan Test Prep and Admissions, Kaplan Higher Education, and Kaplan Professional. The company was founded by Stanley H. Kaplan in 1938 and is headquartered in Alpharetta, GA.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

A.G.P. / Alliance Global Partners Corp. (AGP) is a FINRA-registered broker-dealer headquartered in Westport, Connecticut. Formerly known as Euro Pacific Capital, Inc., the firm was founded by Peter Schiff in 1997 and is a subsidiary of Alliance Global LLC. AGP provides prime brokerage services to hedge funds, family offices, professional traders and top tier small/mid-cap investment funds. It offers multi-clearing, cloud based, high-touch client service solutions tailored to each client’s business needs.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Tecum Capital Management Inc (Tecum capital) is a private equity firm founded in 2006. The firm is headquartered in Wexford, Pennsylvania.

Innovation Works, Inc. (Innovation Works) is a venture capital firm subsidiary of Ben Franklin Technology Partners founded in 1988. The firm is headquartered in Pittsburgh, PA.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Manchester Bidwell Corp. is a non-profit organization that provides arts education and mentorship services. It also offers career training and social enterprise services. The company was founded by Bill Strickland in 1968 and is headquartered in Pittsburgh, PA.

Founded in 2002, PLSG Capital Investment Programs is a venture capital/private equity firm located in Pittsburgh, Pennsylvania.

UPMC Enterprises (UPMC Enterprises) is a venture capital subsidiary of University of Pittsburgh Medical Center founded in 2014. The firm is headquartered in Pittsburgh, Pennsylvania.

Pittsburgh Life Sciences Green House (PLSG) is a venture capital firm founded in 2002. The firm is headquartered in Pittsburgh, Pennsylvania.

Minus Forty QBD Corp. is a Canadian company that creates refrigerated, retail merchandising solutions to maximize their customers' success. The company is based in Georgetown, Canada, and has subsidiaries in Canada. The company's brands, including Minus Forty and QBD, offer a variety of solutions. The company was founded in 2021, and the CEO is Troy Shannan.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

HourWork, Inc. provides a software platform for businesses to rehire employees. The company was founded by Rahkeem Morris and Robert Snyder in 2017 and is headquartered in Boston, MA.

Redstick Ventures LLC (Redstick Ventures) is a venture capital firm founded in 2022 by Cameron Crowder and Michael Shane Larisey. The firm is headquartered in Dallas, Texas with additional office in Windsor, Canada.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Brown Brothers Harriman Capital Partners (BBH Capital Partners) is a private equity subsidiary of Brown Brothers Harriman & Co. (Alternative Investments Group) founded in 1997. The firm is headquartered in New York.

TZP Group LLC (TZP Group) is a private equity firm founded in 2007 by Sam L. Katz. The firm is headquartered in New York.

Ronin Equity Partners LLC (Ronin Equity Partners) is a private equity firm founded in 2019 by David Feierstein and Jesse Yao. The firm is headquartered in New York.

Deerfield Management Co. LP (Private Equity) (Deerfield) is a private equity subsidiary of Deerfield Management Co. LP founded in 1994. The firm is headquartered in the New York.

Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy.

Melius Research LLC provides investment research. The private company is based in New York, NY. The company was founded in 2017 by Rob Wertheimer, Christine Collins, Liz Davis. The CEO is Scott Reed Davis.

University of Virginia Licensing & Ventures Group (UVA LVG) is a venture capital firm founded in 1977. The firm is headquartered in Charlottesville, Virginia.

Angel Capital Association provides investment services. The CEO of the American company is Patrick Gouhin.

Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research.

Mindshift Capital (Mindshift Capital) is a venture capital firm founded in 2018 by Heather Henyon. The firm is headquartered in Dubai, United Arab Emirates.

Portfolia, Inc. (United States) (Portfolia Inc.) is a venture capital firm founded in 2013 by Costello Trish. The firm is headquartered in San Mateo, California.

Zive, Inc. develops software to browse gmail in Mac applications. It specializes in consumer software, design, Apple products, desktop and mobile. The company was founded Eric Shashoua and Ryan Shetley in 2013 and is headquartered in New York, NY.

BlueTree Allied Angels LLC (BlueTree Allied Angels) is a venture capital firm founded in 2003 by Catherine V. Mott and Tom Jones. The firm is headquartered in Wexford, Pennsylvania.

Golden Seeds LLC (Golden Seeds) is a venture capital firm founded in 2005 by Stephanie Hanbury-Brown. The firm is headquartered in New York city with an additional offices in Arizona, Atlanta, Boston, Dallas, Houston, New Jersey, New York and Silicon Valley.

Deerpath Capital Management LP (Deerpath Capital Management) is a private equity firm founded by Gary C. Wendt, James Kirby and John Fitzgibbons in 2007. The firm is headquartered in New York.

Kathleen S. Wright Associates, Inc. (dba Wright Associates) is an independent registered investment advisor and wealth management firm headquartered in Pittsburgh, Pennsylvania. The firm is solely owned by Adam K. Wright. Wright Associates offers holistic private wealth management and investment advisory services to high-net-worth individuals, corporations, ERISA plans and other institutional clients.

Renovo Capital LLC (Renovo Capital) is a private equity firm founded in 2009 by Mark Barbeau, Donald W. Jungerman and Scott Lavie. The firm is headquartered in Dallas, Texas.

412 Venture Management LLC (412 Venture Management) is a venture capital firm founded in 2019. The firm is headquartered in Pittsburgh, Pennsylvania.